Israel Englander’s Kodiak AI KDK Stock Holding History

Israel Englander’s Portfolio KDK Stock Details KDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.72M	Buy	+731,548	New	+$5.47M	﹤0.01%	3285
2025 Q3	–	Sell	-353,929	Closed	-$4.01M	–	6608
2025 Q2	$4.01M	Sell	353,929 -46,071	-12%	-$520K	﹤0.01%	3218
2025 Q1	$4.46M	Hold	400,000	–	–	﹤0.01%	2979
2024 Q4	$4.39M	Hold	400,000	–	–	﹤0.01%	2929
2024 Q3	$4.33M	Hold	400,000	–	–	﹤0.01%	2965
2024 Q2	$4.27M	Hold	400,000	–	–	﹤0.01%	2865
2024 Q1	$4.23M	Hold	400,000	–	–	﹤0.01%	3041
2023 Q4	$4.18M	Hold	400,000	–	–	﹤0.01%	2940
2023 Q3	$4.11M	Buy	+400,000	New	+$4.08M	﹤0.01%	2880

Other funds holding KDK

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

SGOM

SIP Global Opportunity Manager Portsmouth, New Hampshire $48.5M AUM

LMC

Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Israel Englander's KDK Position: Q2 2026 in Review

Israel Englander opened a new position in Kodiak AI (KDK) in Q2 2026: 731,548 shares worth $3.72M. The stake represents ﹤0.01% of the portfolio and ranks #3285 among its holdings. This is a return to the name: Israel Englander previously reported a position in KDK as recently as Q2 2025.

Israel Englander first reported a position in KDK in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.46M in Q1 2025. 76 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

Israel Englander held 731,548 shares of Kodiak AI worth $3.72M as of Q2 2026.
Kodiak AI was a new Israel Englander position in Q2 2026.
Kodiak AI made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #3285 holding.
Israel Englander first reported a position in Kodiak AI in Q3 2023 and has held it in 9 quarters since.
Israel Englander's Kodiak AI position peaked at $4.46M in Q1 2025.
76 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.